Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDIFAST INCMED · Entity 6587 | Director | March 13, 2017 | March 15, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MEDIFAST INC
Report date March 13, 2017 · Filed March 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,808 |
Ending reported balance
After 2017-03-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-03-13 · Exercise / conversion · Acquired 1,666 · Balance 8,975 Row 2 · 2017-03-13 · Exercise / conversion · Acquired 833 · Balance 9,808 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.68 · Expires 2026-02-04 | Direct | 3,334 |
Reported balance
After 2017-03-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-03-13 · Exercise / conversion · Disposed 1,666 · Balance 3,334 F1: These retention stock options, which were issued to the reporting person under the 2012 Share Incentive Plan, vest in three equal annual installments beginning on 2/4/2017 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $28.59 · Expires 2025-02-17 | Direct | 1,667 |
Reported balance
After 2017-03-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-03-13 · Exercise / conversion · Disposed 833 · Balance 1,667 F2: These retention stock options, which were issued to the reporting person under the 2012 Share Incentive Plan, vest in three equal annual installments, beginning on 2/17/2016 |
Filing footnotes · ownership attribution and instrument terms
F1: These retention stock options, which were issued to the reporting person under the 2012 Share Incentive Plan, vest in three equal annual installments beginning on 2/4/2017
F2: These retention stock options, which were issued to the reporting person under the 2012 Share Incentive Plan, vest in three equal annual installments, beginning on 2/17/2016
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 13, 2017 Filed Mar 15, 2017 23:01 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionStock Option · Derivative | 833 | $28.59 Strike: $28.59 | $23,815.47 |
DisclosureSEC source: 0001144204-17-014832 · v461951_4.xml · derivative · entry 4 HARTWIG JORGENE K. · CIK 0001645622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 Underlying: Common Stock · 833 shares Expires 2025-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: These retention stock options, which were issued to the reporting person under the 2012 Share Incentive Plan, vest in three equal annual installments, beginning on 2/17/2016 Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 23:01 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionStock Option · Derivative | 1,666 | $27.68 Strike: $27.68 | $46,114.88 |
DisclosureSEC source: 0001144204-17-014832 · v461951_4.xml · derivative · entry 3 HARTWIG JORGENE K. · CIK 0001645622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,334 Underlying: Common Stock · 1,666 shares Expires 2026-02-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: These retention stock options, which were issued to the reporting person under the 2012 Share Incentive Plan, vest in three equal annual installments beginning on 2/4/2017 Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 23:01 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionCommon Stock | 833 | $28.59 | $23,815.47 |
DisclosureSEC source: 0001144204-17-014832 · v461951_4.xml · nonDerivative · entry 2 HARTWIG JORGENE K. · CIK 0001645622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,808 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 13, 2017 Filed Mar 15, 2017 23:01 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionCommon Stock | 1,666 | $27.68 | $46,114.88 |
DisclosureSEC source: 0001144204-17-014832 · v461951_4.xml · nonDerivative · entry 1 HARTWIG JORGENE K. · CIK 0001645622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,975 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 00:55 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 2,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-010262 · v460100_4.xml · nonDerivative · entry 1 HARTWIG JORGENE K. · CIK 0001645622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,309 F1 · shares: This annual restricted stock grant, which was issued to the reporting person under the 2012 Share Incentive Plan, will vest in full on June 30, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.